Intellectus Partners Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2015

Intellectus Partners General Information


Founded in 2015, Intellectus Partners is an investment adviser located in San Francisco, California. The firm provides services in the areas of wealth management, private fund management, business planning, retirement planning, cash flow forecasting, risk management, estate planning, tax planning, due diligence, debt management, asset allocation, and portfolio construction.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 1050 Battery Street
  • Suite 100
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Intellectus Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Intellectus Partners‘s full profile, request access.

Request a free trial

Intellectus Partners Team (10)

Name Title Deals Office Contact
Jay Casey Co-Founder & President San Francisco, CA
Timothy Ng Head of Private Markets and Group Head Entrepreneurial & Corporate Advisory San Francisco, CA
Kelly Morton Vice President, Client Planning & Associate Partner San Francisco, CA
Tina Chan Vice President, Operations and Administration & Associate Partner San Francisco, CA
David La Placa Co-Founder, Chairman & Chief Executive Officer, Board Member 0 San Francisco, CA
You’re viewing 5 of 10 team members. Get the full list »